Original filing (PDF)20251216130105NAL0001330547001

JON R. THOGMARTIN, M.D., P.A.

Name: JON R. THOGMARTIN, M.D., P.A. — JON R. THOGMARTIN, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JON R. THOGMARTIN, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

JON R. THOGMARTIN, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JON R. THOGMARTIN, M.D., P.A..

Plan sponsor

Name

JON R. THOGMARTIN, M.D., P.A.

EIN

59-3681958

Address

10900 ULMERTON ROAD · LARGO, FL · 33778

Phone

(727) 582-6800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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